IBEX WEALTH ADVISORS - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 2,600 filers reported holding JPMORGAN CHASE & CO in Q3 2019. The put-call ratio across all filers is 1.28 and the average weighting 1.2%.

About JPMORGAN CHASE & CO

JPMorgan Chase & Co is one of the largest financial institutions in the world, with a market capitalization of over $400 billion. The company provides a wide range of financial services, including investment banking, commercial banking, and asset management. JPMorgan Chase & Co has a strong reputation for its expertise in the financial industry, and its leadership team is highly respected.

The company has a long history of success, and it has weathered many economic downturns over the years. JPMorgan Chase & Co has a strong balance sheet, with a healthy amount of capital and liquidity. The company has also been able to maintain a strong credit rating, which is a testament to its financial strength.

JPMorgan Chase & Co has a diverse range of businesses, which helps to mitigate risk. The company has a strong presence in the United States, but it also has a significant international presence. This allows the company to take advantage of growth opportunities in emerging markets.

Overall, JPMorgan Chase & Co is a well-managed company with a strong track record of success. While there are always risks associated with investing in any company, JPMorgan Chase & Co is a solid choice for investors who are looking for exposure to the financial industry.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$215
-100.0%
1,483
-88.3%
0.06%
-84.6%
Q4 2021$2,010,000
+9.8%
12,697
+13.5%
0.36%
+0.8%
Q3 2021$1,831,000
+26.9%
11,183
+20.6%
0.35%
+22.6%
Q2 2021$1,443,000
-64.5%
9,275
-79.5%
0.29%
-81.8%
Q1 2020$4,067,000
-54.6%
45,179
-29.8%
1.58%
-42.4%
Q4 2019$8,966,000
+15.4%
64,317
-2.6%
2.75%
+6.6%
Q3 2019$7,769,000
+22.7%
66,011
+16.5%
2.58%
+41.1%
Q2 2019$6,334,000
+6.6%
56,660
-3.5%
1.83%
-12.3%
Q1 2019$5,943,000
+40.4%
58,711
+35.4%
2.08%
+7.8%
Q4 2018$4,232,000
-30.3%
43,348
-19.0%
1.93%
-11.0%
Q3 2018$6,071,000
+10.3%
53,492
+4.8%
2.17%
-1.4%
Q2 2018$5,505,000
-2.2%
51,044
-9.2%
2.20%
-3.5%
Q1 2018$5,628,000
+5.3%
56,242
+14.2%
2.28%
-3.5%
Q4 2017$5,345,000
+13.7%
49,264
+1.0%
2.37%
+35.8%
Q3 2017$4,702,000
+24.5%
48,774
+20.4%
1.74%
+17.2%
Q2 2017$3,776,000
+18.4%
40,523
+9.5%
1.49%
-24.5%
Q1 2017$3,190,000
+14.7%
37,014
+11.3%
1.97%
+47.7%
Q4 2016$2,782,00033,2441.33%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2019
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders